APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$18.8M
3
+$9.84M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$7.68M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$5.32M

Top Sells

1
+$8.31M
2
+$5.95M
3
+$5.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.97M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.3M

Sector Composition

1 Technology 10.74%
2 Healthcare 5.65%
3 Communication Services 4.02%
4 Consumer Discretionary 3.95%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$198K 0.02%
6,164
+499
652
$197K 0.02%
5,853
-1,870
653
$197K 0.02%
626
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$196K 0.02%
13,302
-1,878
655
$196K 0.02%
401
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656
$196K 0.02%
4,595
-346
657
$195K 0.02%
4,184
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658
$194K 0.02%
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659
$194K 0.02%
7,497
+6,308
660
$193K 0.02%
1,152
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661
$192K 0.02%
6,589
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662
$192K 0.02%
17,076
-17,954
663
$192K 0.02%
9,583
-2,861
664
$192K 0.02%
1,371
-645
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$190K 0.02%
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$190K 0.02%
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$190K 0.02%
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668
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$189K 0.02%
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670
$189K 0.02%
6,024
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671
$189K 0.02%
6,454
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$187K 0.02%
8,124
673
$185K 0.02%
12,122
+1,038
674
$184K 0.02%
16,600
675
$184K 0.02%
1,298
+132
25 26
27
28 29